How to Connect Salesforce CRM as Data Destination
The integration allows you to create new leads, orders, contacts, companies, accounts, tasks, and possibilities in Salesforce CRM based on data from other systems. For example, you can transfer the leads from your website, landing page, or Google Sheets to Salesforce CRM and process them in one place. This will allow you to flexibly adjust the operation of the desired actions.
Let's go through the entire Salesforce CRM setup step together!
Navigation:
1. What will integration with Salesforce CRM do?
2. How to connect the Salesforce CRM account to ApiX-Drive?
3. How can I set up the selected action to transfer data to Salesforce CRM?
4. An example of the data that will be sent to your Salesforce CRM.
5. Auto-update and update interval.
Once you've set up a Data Source system, such as Google Sheets, you can set up Salesforce CRM as a Data Destination.
To do this, click "Start Configuring Data Destination".
Select the system as Data Destination. In this case, you must specify Salesforce CRM.
Next, you need to specify an action, for example, "Create ORDER".
- Create ORDER - a new order will be created in your Salesforce CRM account.
- Create CONTACT - a new contact will be created in your Salesforce CRM account.
- Create TASK - a new task will be created in your Salesforce CRM account.
- Create ACCOUNT - a new account will be created in your Salesforce CRM account.
- Create COMPANY - a new company will be created in your Salesforce CRM account.
- Create POSSIBILITY - a new possibility will be created in your Salesforce CRM account.
- CreateLEAD - a new lead will be created in your Salesforce CRM account.
The next step is to select the Salesforce CRM account from which will get the data.
If there are no accounts connected to the system, click "Connect account".
Enter your login and password for your Salesforce CRM account.
After that, the page will reload and the saved account will be automatically selected.
If this does not happen, select the created account in the list.
Now you need to assign variables from the Data Source to the Salesforce CRM fields you need.
In order to add a variable, click on the field to which you need to transfer data and select the desired variable from the drop-down list. If necessary, you can write the data manually.
Now you can see the test data.
To check the correctness of the settings - click "Send test data to Salesforce CRM" and go to your Salesforce CRM to check the result.
If you want to change the settings - click "Edit" and you will go back one step.
If everything suits you, click "Next".
This completes the Data Destination system setup!
Now you can start choosing the update interval and enabling auto-update.
To do this, click "Enable update".
On the main screen, click on the gear icon to select the required update interval or setup scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update will be started, or add several options at once when you need the connection will be started.
Attention! In order for the scheduled launch to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - the auto-update of the connection will work today and then every day at 12:20.
To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.
To enable auto-update, switch the slider to the position as shown in the picture.
To perform a one-time data transfer, click on the arrow icon.
This completes the setup of Salesforce CRM as a Data Destination! See how easy it is!?
Now don't worry, ApiX-Drive will do everything on its own!